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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,402 | $115,225+26.2% | $100,712+44.4% | $138,895+4.7% |
| Participation rate | 11.8% | 74.3%-62.6pp | 69.3%-57.5pp | 79.9%-68.2pp |
| Annual return | 11.55% | 40.35%-28.8pp | 33.27%-21.7pp | 145.39%-133.8pp |
| Employer contribution / active EE | $82 | $2,771-97.0% | $2,313-96.4% | $4,194-98.0% |
| Participant deferral / active EE | $3,310 | $4,699-29.6% | $4,085-19.0% | $6,396-48.3% |
| Admin fee / account holder | $23,967 | $10,844+121.0% | $9,256+158.9% | $12,562+90.8% |